OCTT vs USL

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF) and United States 12 Month Oil Fund LP (USL, ETF).

5-Year PerformanceUSL has outperformed OCTT, delivering a return of +16.5% compared to +10.2%

OCTT vs USL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTT(ETF)	USL(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.74%	1.01%
Max Drawdown	13.49%	89.06%
Sharpe Ratio	1.71	1.51
5Y Beta	0.60	0.16

Net Assets

OCTT

$59M

Winner

USL

$59M

Expense Ratio

Winner

OCTT

0.74%

USL

1.01%

Max Drawdown

Winner

OCTT

13.49%

USL

89.06%

Sharpe Ratio

Winner

OCTT

1.71

USL

1.51

5Y Beta

OCTT

0.60

Winner

USL

0.16

OCTT vs USL - Historical Returns

Returns include dividend reinvestment.

Period	OCTT	USL
1 month	+1.34%	-4.03%
3 months	+5.73%	+26.05%
6 months	+6.13%	+51.69%
1 year	+18.58%	+52.34%
5 years(CAGR)	+10.20%	+16.55%
10 years(CAGR)	N/A	+10.34%
Max(CAGR)	+11.38%	+0.10%

Winner

OCTT

+1.34%

USL

-4.03%

OCTT

+5.73%

Winner

USL

+26.05%

OCTT

+6.13%

Winner

USL

+51.69%

OCTT

+18.58%

Winner

USL

+52.34%

5Y(CAGR)

OCTT

+10.20%

Winner

USL

+16.55%

10Y(CAGR)

OCTT

N/A

USL

+10.34%

Max(CAGR)

Winner

OCTT

+11.38%

USL

+0.10%

OCTT vs USL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	OCTT	USL
2026	+5.85%	+57.55%
2025	+13.95%	-13.51%
2024	+12.22%	+9.35%
2023	+21.28%	+2.16%
2022	-7.51%	+25.84%
2021	+14.54%	+65.27%
2020	+7.16%	-25.39%
2019	N/A	+25.29%
2018	N/A	-14.64%
2017	N/A	+4.24%
2016	N/A	+20.01%
2015	N/A	-35.41%
2014	N/A	-35.84%
2013	N/A	+6.91%
2012	N/A	-11.94%
2011	N/A	+0.78%
2010	N/A	+4.42%
2009	N/A	+26.44%
2008	N/A	-46.75%
2007	N/A	+5.09%

OCTT vs USL Drawdown Comparison

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The maximum drawdown for USL was -89.06%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The current OCTT drawdown is -1.20%. The current USL drawdown is -40.38%.

Rank	OCTT	USL
#1	-13.49% Jan 3, 2022 - May 1, 2023	-89.06% Jul 11, 2008 - Apr 28, 2020
#2	-13.04% Feb 19, 2025 - Jun 24, 2025	-10.83% Mar 13, 2008 - Apr 7, 2008
#3	-6.93% Sep 14, 2023 - Nov 20, 2023	-10.40% Jan 3, 2008 - Feb 19, 2008
#4	-5.81% Feb 25, 2026 - Apr 14, 2026	-9.47% May 21, 2008 - Jun 6, 2008
#5	-4.86% Oct 12, 2020 - Nov 9, 2020	-6.96% Jul 3, 2008 - Jul 11, 2008
#6	-3.08% Oct 27, 2025 - Dec 5, 2025	-4.50% Apr 25, 2008 - May 5, 2008
#7	-2.55% Jul 16, 2024 - Aug 14, 2024	-3.49% Jun 6, 2008 - Jun 23, 2008
#8	-2.42% Dec 6, 2024 - Jan 21, 2025	-3.05% Feb 28, 2008 - Mar 5, 2008
#9	-2.30% Nov 16, 2021 - Dec 10, 2021	-2.80% May 9, 2008 - May 19, 2008
#10	-2.26% Aug 1, 2023 - Aug 29, 2023	-2.58% Dec 12, 2007 - Dec 26, 2007
#11	-2.15% May 1, 2023 - May 18, 2023	-2.16% Dec 6, 2007 - Dec 12, 2007
#12	-2.05% Mar 28, 2024 - May 6, 2024	-1.82% Jun 23, 2008 - Jun 26, 2008
#13	-2.01% Jan 21, 2021 - Feb 4, 2021	-1.12% Apr 22, 2008 - Apr 25, 2008
#14	-1.84% Feb 24, 2021 - Mar 10, 2021	-0.96% Feb 21, 2008 - Feb 26, 2008
#15	-1.80% Oct 6, 2025 - Oct 21, 2025	-0.86% Apr 9, 2008 - Apr 14, 2008